Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$216K Buy
2024
Q3
Sell
2024
Q2
$210K Hold
2024
Q1
$300K Hold
2023
Q4
$341K Hold
2023
Q3
$241K Hold
2023
Q2
$227K Sell
2023
Q1
$230K Buy